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Beacon Investment Advisory Services’s lululemon athletica LULU Stock Holding History

Beacon Investment Advisory Services’s Portfolio LULU Stock Details LULU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$595K Buy
5,214
+645
+14% +$86.2K 0.02% 174
2026
Q1 		$700K Buy
+4,569
New +$819K 0.03% 161

Other funds holding LULU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Beacon Investment Advisory Services's LULU Position: Q2 2026 in Review

Beacon Investment Advisory Services increased its lululemon athletica (LULU) stake by 14% in Q2 2026, buying an estimated $86.2K and bringing the position to 5,214 shares worth $595K. The position accounts for 0.02% of the portfolio, ranked #174.

Beacon Investment Advisory Services first reported a position in LULU in Q1 2026 and has held it in 2 quarters since. The position peaked at $700K in Q1 2026. 843 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Beacon Investment Advisory Services held 5,214 shares of lululemon athletica worth $595K as of Q2 2026.
  • Beacon Investment Advisory Services bought 645 lululemon athletica shares in Q2 2026, an estimated $86.2K.
  • lululemon athletica made up 0.02% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #174 holding.
  • Beacon Investment Advisory Services first reported a position in lululemon athletica in Q1 2026 and has held it in 2 quarters since.
  • Beacon Investment Advisory Services's lululemon athletica position peaked at $700K in Q1 2026.
  • 843 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.